# Derek Robertson

> Derek Robertson is a fee-only financial advisor at Integrated Investment Strategies in Carmel, Indiana. Derek focuses on retirement planning, estate & legacy planning and small business owners. Integrated Investment Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/derek-robertson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Integrated Investment Strategies
- **Based in:** Carmel, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $104.5M across 334 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 2827108 (https://adviserinfo.sec.gov/individual/summary/2827108)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (1996), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.integratedinvestments.com

## Frequently asked questions

### Is Derek Robertson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Integrated Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derek charge for financial advice?

Derek's firm, Integrated Investment Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Derek Robertson based?

Derek Robertson is based in Carmel, Indiana.

### What does Derek specialize in?

Derek's specialties include retirement planning, estate & legacy planning and small business owners.

### Is Derek Robertson registered with the SEC?

Yes. Derek Robertson is registered as an investment adviser representative in IN (CRD 2827108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Investment Strategies manage?

Integrated Investment Strategies reports $104.5M across 334 accounts in assets under management.

### How do I contact Derek Robertson?

Through Derek's website, www.integratedinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2827108): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://integratedinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.